Philip Shively is a financial advisor at LPL Financial in Columbus, OH, with 41 years of industry experience. He has held positions at LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 1995 and at Society National Bank since 1987. He holds a Series 63 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with investment solutions that include model portfolios, retirement plan consulting, and participant advice programs.

Phillip Alexander is a Series 66-licensed financial advisor with 15 years of industry experience, currently affiliated with Wells Fargo Advisors in Dublin, Ohio. His prior roles include positions at Wells Fargo Clearing Services LLC and J.P. Morgan Securities. Alexander is also involved in managing investment-related businesses, including ownership interests in TRI-OAK Financial, LLC and Phil Alexander, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, utilizing Wells Fargo research and planning tools to deliver tailored recommendations. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning.

Ronald Joan II is a Series 66-registered financial advisor with Mass Mutual Investors Services, where he has worked since 2025. He has three years of industry experience, including prior roles at Jared Jewellers and American Senior Benefits. Outside the financial industry, he works as a delivery service agent for DoorDash. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers customized financial planning engagements supported by advanced analytical tools.

Robyn Harper is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 18 years of industry experience. Her prior roles include positions at Pruco Securities, LLC, Prudential Insurance Company of America, and The Huntington Investment Company. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with various investment and trading activities.

Michael Kerr is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following roles in the restaurant and financial services sectors. Outside of advising, he is involved in managing a real estate business through Frostbridge, LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through affiliated companies.

Alexandria Sperry is a financial advisor at Stifel with a Series 66 designation and experience beginning in 2024. Prior to joining Stifel, she worked in education roles including positions at Dublin Scioto High School and Miamisburg High School, and she has managed a small business, AREK Enterprises, which operates a food service wagon. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies and probabilistic modeling developed by its Investment Strategy Group.

Joshua Schenker is a financial advisor with Equitable Advisors in Worthington, Ohio, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels, and emphasizes individualized financial plans based on client goals, risk tolerance, and time horizon.

Kevin Kull is a CFA® charterholder and holds the Series 66 license, with four years of experience in financial advising. He is currently with Wells Fargo Advisors and previously worked at Summit Financial, Keebeck Wealth Management, 2020 Capital Advisors, Wealthstone Advisors, and Huntington National Bank. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including specialized areas like business-owner transition planning and special-needs analysis, using Wells Fargo research and tools to develop tailored client recommendations.

Edwin Taylor is a financial advisor with Primerica Advisors in Worthington, OH, holding 15 years of industry experience. He has worked at Primerica Financial Services since 2009 and has concurrent roles at PFS Investments Inc and Express Scripts. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm emphasizes a wrap-fee structure and curates third-party asset managers with oversight over model selection and implementation.

Jason Daron is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. His prior roles include positions at Morgan Stanley and Nationwide Securities LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting net-worth thresholds, covering areas such as retirement, education, risk, and wealth-transfer planning.

Andrew Hayek is a CFP® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. He previously worked for J.P. Morgan Securities for 11 years. Outside of his advisory role, he is co-owner and managing partner of Hayek Squared, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Fred Minich is a CERTIFIED FINANCIAL PLANNER™ professional at Edward Jones with 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Based in Upper Arlington, OH, Minich holds Series 63 and CFP® designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Vance Steele is a Series 66 licensed financial advisor with Edward Jones in Dublin, OH, with one year of industry experience. He previously worked at Key Investment Services and KeyBank. Outside of financial advising, he owns a residential painting business, Advance Painting & Design, which he operates on a limited basis for select projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and maintains a large network of advisors and branch offices nationwide.

Robert Zabrocki is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds a Series 66 designation and has worked with Mass Mutual Investors Services since 2017, following a 15-year tenure at MetLife Securities Inc. Outside of his advisory role, Zabrocki serves as an election poll worker. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including wrap and money-manager programs, educational seminars, and recently added standalone Divorce Planning.

Sean Mc Evoy is a financial advisor with LPL Financial in Columbus, OH, holding CFP® and ChFC® designations and over 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Raymond James Financial Services, and he currently is involved with Haverford Investment Management. Outside of financial advising, he is employed with the Upper Arlington United Soccer Club and Hastings Middle School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Watson is a financial advisor based in Columbus, OH, affiliated with Charles Schwab. He holds Series 63, 65, and 66 licenses and has 31 years of industry experience. Prior to joining Schwab in 2017, he worked for The Huntington Investment Company for 12 years. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Olivia Brough is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors from 2015 to 2021. Outside of finance, she is developing a children's book intended for print-on-demand sales. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Joshua Woodby is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Dublin, OH, and has 21 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at J.P. Morgan Securities for five years. He is also involved with 3 Wood LLC, an outside business activity he has maintained since 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Christopher Hoi Lapp is a financial advisor at J.P. Morgan Securities with 6 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2020. Outside of his advisory role, he owns a travel agency business and serves as a part-time tour guide for a food and beverage company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary Institutional Consulting Services program that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Leif Mahler is a financial advisor with Raymond James & Associates in Dublin, OH, holding a Series 66 credential and 12 years of industry experience. He worked previously with Wells Fargo Clearing and WELLS FARGO Advisors, LLC before joining Raymond James in 2019. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.